VAN OTTERLOO FAMILY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

ERIN VAN OTTERLOO

Phone

7816393625

Tax Period

2023-10-01 to 2024-09-30

VAN OTTERLOO FAMILY FOUNDATION, founded in 1996, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO PROVIDE SUPPORT FOR EDUCATIONAL ENTERPRISES THAT DEMONSTRATE INNOVATION AND EXCELLENCE IN TEACHING AND LEARNING WHILE PLACING EMPHASIS ON THE POTENTIAL OF ALL INDIVIDUALS, TARGET UNMET EDUCATIONAL NEEDS, OR PROVIDE AN EXEMPLARY EDUCATIONAL PROGRAM.

Program Service Accomplishments

Program 1

Expenses: $1,429,069

GRANTS TO EDUCATIONAL INSTITUTIONS THAT QUALIFY AS SECTION 501 (C) (3) ORGANIZATIONS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,320,948

Other Revenue $0

TOTAL REVENUE $1,320,948

Expense Breakdown

Grants Paid $1,429,069

Salaries & Benefits $86,352

Fundraising Expenses $0

Program Expenses $1,429,069

Other Expenses $349,572

TOTAL EXPENSES $1,864,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,320,948	$5,318,397	-0.8%
Expenses	$1,864,993	$2,883,123	-0.4%
Net Income	$-544,045	$2,435,274	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$79,860

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSE MARIE VAN OTTERLOO	TRUSTEE	0.25	Director	$0	$0	$0
PETER WOODWARD	TRUSTEE	0.25	Director	$0	$0	$0
LAWRENCE GRIFFIN	TRUSTEE	0.25	Director	$0	$0	$0
ERIN VAN OTTERLOO	EXECUTIVE DIRECTOR	13.00	Director	$79,860	$0	$79,860

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,320,948	$1,864,993	$48,184,754	$-544,045
2023	$5,318,397	$2,883,123	$40,168,996	$2,435,274
2022	$815,524	$2,739,132	$36,797,378	$-1,923,608
2021	$3,136,596	$2,436,175	$51,266,460	$700,421
2020	$2,951,793	$1,967,921	$43,723,247	$983,872
2019	$2,762,999	$2,139,800	$35,854,146	$623,199
2018	$2,363,189	$1,724,916	$36,204,091	$638,273